CRM Product Owner (North America)
Job Location:
New York City, NY - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
We are seeking to add a North America CRM Product Owner to lead business product ownership for Salesforce and related client coverage capabilities supporting North America Institutional and Intermediary distribution teams.
Reporting to the Head of CRM & Sales Enablement this individual-contributor role will translate business priorities into scalable capabilities that improve sales effectiveness client engagement workflow efficiency data quality and user adoption. Impact is driven through cross-functional influence stakeholder partnership and subject-matter expertise rather than direct people management.
Salesforce is the primary platform with adjacent responsibilities spanning sales enablement analytics data and AI-enabled capabilities. The role partners with dedicated Salesforce administration and development teams and requires a business-owner mindset that balances strategic thinking with hands-on execution.
What Youll Do
Product Ownership & Delivery
Serve as lead business product owner for CRM capabilities supporting North America Institutional and Intermediary businesses.
Own roadmap prioritization with the Head of CRM & Sales Enablement and key business stakeholders translating objectives into requirements user stories process designs and delivery plans.
Partner with business technology operations and data teams across solution design testing rollout and optimization.
Promote data quality and governance in partnership with data stewardship and operations teams.
Use business outcomes adoption measures and user feedback to guide priorities and improve platform value.
Business Partnership & Transformation
Build trusted relationships across sales leadership consultant relations relationship management operations data and technology.
Align North America distribution stakeholders and CRM delivery teams facilitating decisions across competing priorities.
Identify opportunities to improve client coverage sales workflows and commercial effectiveness through CRM analytics process improvement and practical AI-enabled capabilities.
Communicate priorities progress outcomes risks and recommendations effectively to leadership and users.
Adoption & Value Realization
Lead rollout change management training and adoption for new CRM capabilities and enhancements.
Develop targeted communications and enablement materials and monitor adoption and business impact to improve realized value.
What Were Looking For
Required Qualifications
Bachelors degree or equivalent experience.
8 years of relevant experience preferably in asset management wealth management or related financial services organizations.
Strong understanding of asset management distribution with experience supporting Institutional and/or Intermediary client coverage teams.
Experience in Product Ownership Product Management CRM Sales Enablement Business Analysis or another business-facing distribution role.
Demonstrated success translating business needs into delivered technology capabilities and measurable outcomes.
Strong stakeholder leadership communication facilitation and problem-solving skills with the ability to bring structure to ambiguity and drive decisions.
Experience leading process improvement user adoption or organizational change initiatives.
Preferred Qualifications
Salesforce experience including familiarity with configuration reporting automation and governance sufficient to assess tradeoffs and partner with administrators and developers.
Experience with CRM client coverage sales enablement analytics data governance or commercial effectiveness platforms.
Experience evaluating piloting implementing or driving adoption of AI-enabled business solutions.
Relevant Salesforce Product Owner Product Management CFA CIMA or related certifications are a plus.
Location: New York City; hybrid with a minimum of three days per week in office.
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.Compensation Details
The salary range for this role is $140000-$180000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employees pay position within the salary range will be based on several factors including but limited to relevant education qualifications certifications experience skills seniority geographic location business sector performance shift travel requirements sales or revenue-based metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus which along with base salary and retirement contributions is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off medical/dental/vision insurance retirement life insurance and other benefits to eligible employees.Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race creed national origin religion age color sex marital status sexual orientation gender identity disability citizenship status or protected veteran status or any other characteristic protected by local state or federal laws rules or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact .
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